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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,950 | $44,850+13.6% | $60,547-15.9% | $59,633-14.6% |
| Participation rate | 46.7% | 59.5%-12.8pp | 68.0%-21.3pp | 68.7%-22.0pp |
| Annual return | -0.23% | 1074.14%-1074.4pp | 335.64%-335.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,066 | $2,230+82.4% | $3,328+22.2% | $3,192+27.4% |
| Admin fee / account holder | $2,791 | $3,635-23.2% | $4,536-38.5% | $4,297-35.0% |